Insurance Verification & Pre-Auth Tracker
A done-for-you dental practice automation built for the Dental Billing Specialist, connecting Slack and Airtable so the work below happens on its own.
What this automation does, step by step
For every patient scheduled more than 48 hours in advance, this automation runs an automated eligibility verification against the patient's listed insurance plan, pulls their remaining annual maximum, deductible status, and applicable waiting periods, and saves the results to the patient account.
Any coverage finding that differs from what's on file (a lapsed plan, a changed carrier, or a reduced benefit) is flagged for the billing specialist before the patient arrives.
Procedures that require pre-authorization are identified based on procedure codes in the scheduled treatment plan, the auth request is initiated automatically, and status is tracked until approved, ensuring the billing specialist never discovers a missing auth after the procedure is complete.
- Dental billing platform or clearinghouse (e.g., Dentrix, Eaglesoft, or Availity)
- Zapier or Make.com
- Airtable (pre-auth tracker)
- Slack or email (eligibility discrepancy and pre-auth status alerts)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without a system in place, a dental billing specialist has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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